Business owners: Keep referral source on new accounts
Business owners: Keep referral source on new accounts
Business owners lose referral source and state when accounts are created, creating analytics blindspots. Capture source and state on new accounts so analytics starts with reliable referral records.
Overview
Missing referral source creates analytics blindspots that weaken marketing attribution and segmentation. This workflow captures referral source and state at account creation and writes a How Heard record so operations and analytics always start with reliable referral data. Teams report cleaner referral data and fewer reconciliation tasks.
Notable Features
- Record referral source and state
- Detect existing accounts by email
- Append creation note for audits